Nested notebooks
Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.
Numeric Field Issue
Hi We are trying to import deals but hitting a roadblock every time. If I create a single line field, the data imports fine for this field (it's a currency field in csv). I have found I can't sum this field though when trying to do a revenue report. When
Transfering Creator data to Books
Hello, I am working on a new app that will have suppliers, products, customers, order, etc. When I will be finished, I will want the end result (an order of goods) to be transfered to Books for invoicing and accounting. I will also use the supplier order
In the Pivot table in the value section i want to the actual value instead of sum or count
I am creating Early/late Check and check out in pivot report based on Zoho analytics I need the data to include: Employee Name Late Entry, Early Entry, Early Exit, Late Exit, First In, Last Out, and Total Hours.
how to get the first word in string using deluge?
let say I have string "David Beckham". how to get just "David" using deluge? I need to get the first word in string using deluge?
Access a field from incoming webhook Zoho Flow
I would like to further process an incoming webhook in zoho flow. How can I access a field in the script / custom function. I tried this in many variations but not working: exfield=${webhookTrigger.payload.AnalyseErgebnis}; I would be very grateful if
Is Zoho Tables part of Zoho One
Cant seem to add the app as part of my Zoho One Subscription?
Pre-loading related contact lookups to a subform
Hello, I'm trying to create a module to track group meetings and field data for each group member. Subforms appear to be a good fit for this but I don't want to add each contact every time manually. Can anyone suggest a good solution for this scenario?
What are the formulas behind the system default dashboards?
We want to know the exact formulas especially for the "time based dashboards". For example the "First Time Closure" logic for the "First Call Resolution" dashboard is not very clear. How does the system calculate that a ticket has been closed at the first time? Please elaborate with further details.
Grouping payments to match deposits
Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
How to create groups in Zoho People?
I want to create groups and add users.
Data Import validations
Hi, I currently have a CSV file download from a 3rd party SFTP server prior to performing the data transform. When we don't have any transactional data, a file is still uploaded by the 3rd party to the server, but it is blank. This causes the transform
Is Setting Up Sub Domain for Email Sends Good Idea?
Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains
Vault extension for Chrome rarely works anymore in Brave browser
Hello, Until about a year ago the Vault extension for Chrome worked very reliably in the Brave browser. Since then, though, the extension fails to open, more often than not. Is there a known fix for this? I love Vault - it is, by far, the best password
Discussion : How are you sharing your Zoho Analytics Dashboards/Reports?
I have all of my companies data in Zoho Analytics and now want to use it to prepare regular reporting for my SLT. They currently produce a Word document with screen shots of various reports… Analytics own dashboard engine is not great and doesn't fit
How to get Monday as 1st day of the week?
Hi, The first day of the week is Sunday in Zoho Creator calendar.So it is hardly usable as in Europe the 1st of the week is always Monday. How can I get Monday as 1st day of the week? Best regards, Chris
Mi cámara se desconecta permanentemente.
Buenos días. Tengo una cámara web de última generación. En concreto el modelo W4DS de VIZOLINK. Realiza una primera conexión pero después se desconecta con el mensaje de que no es compatible con ZOHO. Me extraña mucho que una aplicación tan reciente cometa
Overall unsubscribes from mailing/contact lists
Hi, I’m looking to track how many people are unsubscribing from our mailing/contact lists overall — not just from individual campaigns. Is there a way to access this total unsubscribe number on a weekly basis for internal reporting? Thanks in advanc
I want to add a button in Zoho Creator that, when clicked, opens a Zoho authorization window and then redirects to my website to obtain API tokens.
Here's the translation of your text into English: "I want to add a button in Zoho Creator that, when clicked, opens a Zoho authorization window and then redirects to my website to obtain API tokens. When running in the developer environment, I get the
Form fields appearing twice on creator mobile
We have a custom application created in Zoho Creator. When we look at the application form on desktop everything looks normal. Whenever we access the application on Creator Mobile App some fields appear twice instead of only ones. I provided an example
Creator Widget using values from Creator Form on the same page
Hi all, I have a widget I'm working on that I'd like to use values from a form that's on the same page as the widget. I have something working right now, where I have a stateless form on a page. On input to the form I load an inner page, setting query
`insert into` Always Fails with “Improper Statement” — Even with Minimal Code
Im develeping my inventory database using ChatGPT to help me and I´m running into an issue in my scan inventory form script when I try to make a form for logging the scanned items. 🆘 Zoho Creator: `insert into` Always Fails with “Improper Statement”
I want to know the gross profit by sales person. How?
Kindly guide me how to know the amount of gross profit which is calculated on the basis of sales person. That means, how much is the amount of gross profit made by a particular sales person.
ZOHO CRM Lead_Status_History
Hi, ZOHO CRM Lead_Status_History table is showing only ID and Modified Date. I want the history of status change in CRM Lead
Creating a grid of worker activity in Zoho analytics
Hi, We provide medical services to patients and billing is time based. We want to create a filterable grid in which we can look at any month by day and any worker and how many minutes of billable activity they performed by patient. I know exactly what
Restrict users on Form Submission
In Zoho Creator, is there a way to restrict users/customers on form submission, on-click event of the submit button, they will be redirected to the customer login portal page (where they sign in / sign up) to complete a service purchase. We want a common
Are we able to bring FontAwesome icons into a Zoho Page?
The OOTB Zoho icons are insufficient. Also, are we able to pull in standard emojis?
Inventory Blocking for serial number tracking.
Hi We are using multiple channels to get orders which adds the product to committed stock. But is there a method to block serial number of products based on FIFO automatically when an order is created, or when SO is approved?
CRM List view for text fields that check "Does not start with" or "Does not end with"
So these filter options are available when making reports and such, but they don't seem be available when creating a filtered view. The text filter options there are are: "contains", "does not contain", "starts with", "ends with". Is there an easy technique to recreate the "Does not start with" and "Does not end with" functionality that I'm missing?
Is PageSense included in Zoho One?
PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as
Marketing Automation Access
Hello, Is anyone having issues getting started with Marketing Automation? I keep getting an internal error during the start up screens. I've been trying and it hasn't been resolved in a week. Is the app worth waiting for or should I just use campaigns?
Best Way to Integrate a Shared Sales Inbox with Zoho CRM
I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,
link non- VAT tax invoice to Fatoora portal
Hi all Actually I have VAT tax invoice and non- VAT tax invoice About VAT tax invoice I have no problem I can link any invoice to Fatoora portal But the problem in the non VAT tax invoice because I have customers outside of Saudi Arabia No VAT ID no CRN
Pdf/A-3 ( embedded with xml)
Mr. Abdur rahman, Please give me answer of my questions. Does your software generate PDF/A-3 (with embedded XML) and XML formats, fully compliant with ZATCA Phase 2 for B2B invoices? Are Phase 2 fields (e.g., UUID, Previous Invoice Hash, Invoice Counter
Zoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought
Getting data from subforms
Bonjour, I have a Product form that has a subform with 2 fields : Unit (Kg, boxes...) and Price. In an Order form, I select an item from Product, and I already managed to input the Unit choices in a dropdown field with the following script: RefProduit
Shopify sales orders creating a new account in Zoho
Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attaching
Bar left hand side iphone app
Hi, using the Zoho Mail app on my iphone and I can see that some emails in the list have a thin, pale bar at the left but I have no idea what this signifies? See image. Any idea? Thanks
automatic time stamp and field age
Hi, I am trying to note the time when a certain field is updated in Zoho CRM. I've been able to create a rule that would trigger the respective field update. However, for the field where I'd like the current time stamp to be automatically recorded, I'm not being able to add a dynamically generated time. I can only add some static text. Is there a way to dynamically generate time stamps? Subsequently, I'd like to know how to show the age of the field once I've generated the time stamp (for e.g.2 months
How to unvoid sales order ?
Helo, We need to make a credit not from a voided invoice, which is linked to a voided sale order. I can't find a way to unvoid a sale order. There only a way to convert it to a Purchase order instead... The invoice can't be send back to draft because of the voided sale order. From a accountancy point of view, and treacability, we can't make a standalone credit note. What is the usual procedure? Thanks
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